Core Viewpoint - The emergence of Nanjing Gaoguang Semiconductor Materials Co., Ltd.'s G8.6 generation CMM+FMM high-generation product combination at the DIC EXPO 2025 is a significant technological advancement aimed at breaking the barriers to the rise of China's OLED display industry [1][4]. Group 1: Industry Context - The metal mask is a critical tool in the production of AMOLED displays, directly influencing yield and image quality. It is categorized into three types: Common Metal Mask (CMM), Chemical Vapor Deposition Mask (CVD Mask), and Fine Metal Mask (FMM), with FMM being essential for high precision in AMOLED manufacturing [2][3]. - Historically, Chinese OLED panel manufacturers have relied heavily on imported metal masks, with DNP holding nearly 90% of the FMM market share and Korean manufacturers dominating the CMM and CVD Mask sectors [2][3]. Group 2: Company Development - Nanjing Gaoguang, established in May 2013, is one of the few domestic manufacturers of ultra-precision metal masks for AMOLED displays. The company has developed capabilities to supply G6 and lower generation metal masks, and there is a growing demand for domestic G8.6 generation metal masks as higher generation AMOLED lines are being constructed in China [3][4]. - In March 2024, BOE announced the groundbreaking of China's first G8.6 generation AMOLED production line in Chengdu, with a total investment of 63 billion yuan, marking a new era for domestic AMOLED high-generation lines [3][4]. Group 3: Technological Innovations - At the DIC EXPO 2025, Nanjing Gaoguang showcased its full series of G8.6 generation AMOLED CMM, CVD Mask, and FMM, highlighting its capabilities in ultra-precision manufacturing and high-generation adaptation [5][6]. - The G8.6 generation CMM measures 2.5 meters in length and 1.5 meters in width, made from high-purity iron-nickel alloy, which significantly enhances the uniformity of electrical performance in AMOLED panels [5][6]. - The G8.6 generation FMM can achieve a hole precision of ±2.5μm and is suitable for large-size AMOLED panel production, with a maximum width of 600mm and a length exceeding 1.75m [7][8]. Group 4: Market Trends - The global FMM market is projected to grow from $365 million in 2024 to $952 million by 2031, indicating a shift in the industry landscape from Japanese monopoly to multi-polar competition driven by the rise of Chinese companies [8][9]. - Nanjing Gaoguang has established a dual-track system covering both metal masks and organic light-emitting materials, positioning itself as a one-stop supplier for AMOLED production [9][10].

Core Viewpoint - The article highlights the rapid development of domestic metal mask production for OLED panels, emphasizing the importance of local supply chains in reducing reliance on imports and enhancing production efficiency [8]. Group 1: Company Developments - Chengdu Tuowei High-Tech Optoelectronics Co., Ltd. has successfully produced and delivered its first 8.6-generation Common Metal Mask (CMM) to leading industry clients on August 11 [1]. - Tuowei High-Tech focuses on the precision regeneration of OLED masks and components, CMM and Fine Metal Mask (FMM) research and manufacturing, with production bases in Chengdu and Chuzhou [2]. - The company’s subsidiary, Tuowei Optoelectronic Materials (Chuzhou) Co., Ltd., is responsible for FMM production, with a total investment of 550 million yuan, aiming for mass production this year [2]. Group 2: Industry Trends - The domestic G8.6-generation OLED panel production lines are advancing, leading to accelerated development of high-generation mask projects, with total investments exceeding 5.9 billion yuan by 2025 [3]. - Various companies are making significant investments in G8.6 metal mask projects, including: - Quyang Optoelectronics with a 500 million yuan investment for its main plant [5] - Luwei Optoelectronics with a 2 billion yuan investment for its AMOLED mask project [5] - Gaoguang Semiconductor with a 460 million yuan investment for core equipment [5] - The domestic production of high-generation metal masks is crucial for meeting the urgent supply chain needs of G8.6 OLED panel production lines, which will help lower production costs and enhance supply chain stability [8]. Group 3: Technical Insights - Metal masks are critical materials in the OLED deposition process, determining the yield and resolution of OLED screens by accurately depositing organic materials to form pixels [2]. - There are two main types of metal masks: CMM, which has larger holes and lower precision, and FMM, which has smaller holes and higher precision, used for OLED light-emitting material deposition [2]. - In addition to metal masks, light masks are also essential in OLED panel manufacturing, playing a key role in transferring circuit designs onto substrates [6]. Group 4: Future Outlook - The establishment of more high-generation projects and their mass production will further enhance the stability of the material supply chain for domestic G8.6 OLED production lines, potentially leading to reduced production costs [8].

Group 1 - The "Three Firsts and Two New" recognition system aims to accelerate the transformation and market promotion of innovative products through clear standards and support [1][2] - Jiangsu Tiangong Technology Co., Ltd. is a leading manufacturer of key strategic materials and titanium alloy products in China, recognized as a national-level specialized and innovative "little giant" enterprise [1] - Jiangsu Gaoguang Semiconductor Materials Co., Ltd. has achieved significant technological advancements in the new display industry, breaking foreign monopolies and addressing critical supply chain issues [1] Group 2 - The six recognized technologies and products demonstrate innovation in fundamental principles, core technologies, and product functions, contributing to high-quality industrial development in the city [2]